Jeffrey
Somerstein
Equitable Advisors, LLC
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About this Advisor
Jeffrey Somerstein is a financial advisor based in Montclair, New Jersey, working with Equitable Advisors, LLC. Jeffrey has previously held positions at Axa Advisors, LLC and Equitable Advisors, LLC. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Jeffrey is part of Equitable Advisors, LLC, which operates out of Montclair, New Jersey. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Somerstein Work History
Equitable Advisors, LLC
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Jeffrey Somerstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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